BV532 Reflecting on the Impact of ESG Factors in Business Valuation
- Registration Closed
Class Date/Time
Thursday, March 23, 2023
1:00pm-3:00pm Eastern Standard Time
Registration Includes
- Access to virtual webinar via zoom will be accessible via education dashboard (login required)
- Electronic webinar handout(s)*
*Any webinar handouts will be made available to registrants the morning of the live event and made accessible via your education dashboard (login required). Once handouts have been posted for download, the class is no longer refundable.
Continuing Education (CE) Credit
This webinar will award 2 CE/CPE hour(s) for the live event.
If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar. Certificate of completion access is immediate once all required components are completed in the Course Wrap-Up Tab.
NASBA and Continuing Professional Education (CPE) Credit
ASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org.
CPE Credit: Up to two (2) CPE credits in Specialized Knowledge
Program Level: Intermediate
Delivery Method: Only group-live courses are approved for CPE
Prerequisites: None
Advanced Preparation: None
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy
Webinar Description
Environmental, social and governance (ESG) factors are becoming more and more important to corporations, their shareholders, and owners. In this session, we will discuss ESG factors, their impact and their total impact on business, valuation and reporting. We will also be providing an overview of the proposed SEC disclosures coming down the pipeline. Next, we will provide resources on where to find ESG metrics. Lastly, we will end with examples on how to incorporate ESG into business valuation.
Instructional Methods
Methods include lecture, visual PPT presentation and polling questions.
Course Audience
Business Valuation professionals and those interested in learning more about ESG
Learning Level
Intermediate
Upon completion of this course, students will be able to:
- Identify the key ESG factors and Key Performance Indicators;
Differentiate the impacts of the ESG factors; - Interpret the impact these factors have on businesses and valuations; and
- Discuss the effects of ESG.
eMaterials
All course materials included with you registration are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution. All downloadable materials are accessible via your education dashboard (login required). Once eMaterials have been posted for download, the class is no longer refundable.
Accessing eMaterials
eMaterials are provided electronically in PDF format and posted to the class the morning of the live event and listed within the education dashboard for all registrants to securely access prior to the start of the webinar. When opting to print downloadable materials, it is recommended that settings be adjusted to print in black and white (or grayscale) and consider printing double-sided on recycled paper.
Certificate of Completion
A certificate of completion will be available to view and/or download immediately via your education dashboard once all required components are completed.
Vanessa Brown Claiborne, CPA/ABV, ASA
President & CEO
Chaffe & Associates, Inc
Ms. Claiborne is the President and Chief Executive Officer of Chaffe & Associates, Inc. She is a CPA, ABV by the American Institute of Certified Public Accountants and has received her designation as an ASA by the American Society of Appraisers. She holds Securities Licenses 79, 24, 27, and 63. Ms. Claiborne is also AEP by the National Association of Estate Planners and Councils. She specializes in business valuation services primarily for estate and gift taxes, ESOPs, GAAP fair value reporting, financial reporting, business interruption claims, litigation support including expert testimony, exit planning, and shareholder transactions. She recently received the 2021 LCPA Women to Watch Most Experienced Leader Award.
Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA
Vice President and Shareholder
Chaffe & Associates, Inc
Ms. Gianfala is a Vice President of the Valuation Advisory group with over 14 years of experience in accounting, corporate finance, and business valuations. She joined Chaffe & Associates, Inc. as a Financial Analyst Intern in June 2007, and upon completion of the internship, joined the company. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV), and Certified in Entity and Intangible Valuations (CEIV) by the American Institute of Certified Public Accountants, and an Accredited Senior Appraiser in Business Valuations with a specialty in Intangible Assets (ASA-BV/IA) by the American Society of Appraisers. Ms. Gianfala performs intellectual property and intangible asset valuations for purchase price allocations, impairment testing, internal intangible asset management, portfolio valuation and litigation support. She provides business valuation services to public and private companies for estate, gift and income tax planning, financial reporting, corporate planning, employee stock ownership plans and litigation.
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